Advisor at Connolly Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Andover, MA 01845
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.
Based on Connolly Financial Advisors, Inc.
Based on Connolly Financial Advisors, Inc.
1% to 1.5% annually depending on asset types and services provided; fees may be negotiated in limited circumstances
Pension consulting services at $250/hour plus out of pocket expenses.
Account minimum: $250,000; however, this may be negotiable. No minimum for other client types such as trusts, charitable organizations, foundations, pension and profit-sharing plans, and business entities. No minimum for Financial Planning Services clients. Minimum fee: Minimum fee may be required for wealth management, investment advisory or financial planning services and if so, it will be stipulated in the agreement. Fee-only: Financial planning services only without investment advisory services at rates ranging from $1,100 to $10,000.
231 Sutton Street, Suite 2 D 1, Suite 2 D 1
North Andover, MA 01845
Massachusetts · Pennsylvania
Connolly Financial Advisors, Inc.
2008 - Present (18 years)
Rosemarie A. Connolly, CPA
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 66
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Capital Wealth Management
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Zen Financial Planning, LLC
Anthony Corsino is a financial advisor at Zen Financial Planning, LLC in Andover, MA, holding the CFP® and ChFC® designations with six years of industry experience. He previously worked at Merrill Lynch and Raytheon and serves as an adjunct lecturer for Regis College and Boston University’s Financial Planning Programs. Corsino also works as an independent insurance agent. Zen Financial Planning provides wealth management, financial planning, and consulting services to individuals, families, trusts, estates, and business owners. The firm offers customized investment strategies based on clients’ goals and risk tolerance, combining fundamental, technical, and cyclical analysis with Monte Carlo planning, and provides ERISA 3(21) retirement-plan advisory services.
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